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Updating a Custodian ID

How to add a custodian ID to a new advisor added or change ID's.

 Hover over your initials and select Settings.
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Click the Custodian Id's button.
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Choose the advisor you want to update and click the Submit button.

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Enter or change custodian IDs for the advisor and click the Update Advisor Ids button.

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Notes: You will see the previous advisor's IDs until you click the Submit button.